Baker Tilly US
Associate, Client Accounting Services - Family Office
Baker Tilly US, Madison, Wisconsin, us, 53774
Associate, Client Accounting Services - Family Office
Join to apply for the
Associate, Client Accounting Services - Family Office
role at
Baker Tilly US Overview
Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast-to-coast and global advantage in major U.S. regions and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Responsibilities
Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: assisting team members with the full accounting processes, maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices Supervising and reviewing the accounts payable function and Family Office staff members Managing and reconciling numerous bank, brokerage, and credit card accounts Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts Preparing year-end reporting of 1099s Assisting in preparation of quarterly and annual tax packages and supporting documents Responding to client requests and inquiries Handling special projects as needed Demonstrating a desire to continually grow, learn and develop skills through external and internal education, training and cross-training opportunities to maximize personal contribution Utilizing entrepreneurial skills to network and build strong relationships internally and externally with clients Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Maintaining work-life balance and engaging in team activities as appropriate Qualifications
Bachelor’s degree in Business, Accounting, Finance or related field CPA eligible preferred 2 to 5 years of progressive accounting/bookkeeping experience Proficient with Microsoft Office; QuickBooks experience preferred Strong project management and client service skills Familiar with GAAP and financial statements High attention to detail, problem solver and intellectually curious Adherence to the highest level of confidentiality Diverse accounting background with understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor Outstanding organization, verbal and written communication skills Ability to handle multiple client and department demands in a timely manner Ability to prioritize assignments and manage time effectively Ability to thrive in a fast-paced and dynamic environment Ability to be a team player while working independently Seniority level
Entry level Employment type
Full-time Job function
Other Accounting Equal opportunity employer statement: Baker Tilly US is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
#J-18808-Ljbffr
Join to apply for the
Associate, Client Accounting Services - Family Office
role at
Baker Tilly US Overview
Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast-to-coast and global advantage in major U.S. regions and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Responsibilities
Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: assisting team members with the full accounting processes, maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices Supervising and reviewing the accounts payable function and Family Office staff members Managing and reconciling numerous bank, brokerage, and credit card accounts Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts Preparing year-end reporting of 1099s Assisting in preparation of quarterly and annual tax packages and supporting documents Responding to client requests and inquiries Handling special projects as needed Demonstrating a desire to continually grow, learn and develop skills through external and internal education, training and cross-training opportunities to maximize personal contribution Utilizing entrepreneurial skills to network and build strong relationships internally and externally with clients Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Maintaining work-life balance and engaging in team activities as appropriate Qualifications
Bachelor’s degree in Business, Accounting, Finance or related field CPA eligible preferred 2 to 5 years of progressive accounting/bookkeeping experience Proficient with Microsoft Office; QuickBooks experience preferred Strong project management and client service skills Familiar with GAAP and financial statements High attention to detail, problem solver and intellectually curious Adherence to the highest level of confidentiality Diverse accounting background with understanding of professional services and client service Strong interpersonal skills with an approachable and professional demeanor Outstanding organization, verbal and written communication skills Ability to handle multiple client and department demands in a timely manner Ability to prioritize assignments and manage time effectively Ability to thrive in a fast-paced and dynamic environment Ability to be a team player while working independently Seniority level
Entry level Employment type
Full-time Job function
Other Accounting Equal opportunity employer statement: Baker Tilly US is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
#J-18808-Ljbffr